Industry News

Industry News
Oberland Closes Third Healthcare & Credit Fund

The fund will invest in the global healthcare industry.

10.13.22
Surveys/Studies
Institutional Investors Anticipate Increased Role For Advisors

Foundations and endowments engaging with investment consultants are increasingly looking for their advisors to take on more responsibility across their portfolios and act like an outsourced cio, according to a recent survey.

10.13.22
People Moves
Southern University Investment Mgr. Leaves Investment Office

The university’s investment manager left the investment team last month after seven years in the role.

10.13.22
People Moves
Illinois University Names CFO & Comptroller

The cfo and comptroller is responsible for all financial functions of the university, including budget execution, financing and execution of all capital projects.

10.13.22
People Moves
Northeast University To Search For Next CFO As Finance Head Sets Retirement Date

The university will conduct a national search for an executive v.p. and cfo as its finance head is set to retire from the role on June 30.

10.13.22
Trends
Treasury Department Forms Racial Equality Advisory Committee

The 25-member committee will provide advice and recommendations to the Treasury Department on ways to advance racial equity in the economy.

10.13.22
Industry News
Wealth Manager Acquires Investment Advisor, Tax & Consulting Firms

The acquired firms add 37 new employees, including 13 member-owners.

10.13.22
People Moves
Southern Investment Mgmt. Company Searching For Investment Officer

The investment management company is searching for an investment officer to source, evaluate, recommend and monitor investment managers.

10.13.22
People Moves
Consultant Promotes U.S. Investments & Retirement Head

The appointment comes as the previous head was recently named as the firm’s global defined benefit and defined contribution leader.

10.13.22
People Moves
West Coast Foundation Seeks Investment Officer

The foundation is conducting the search as its current investment officer is set to leave in spring 2023 to support other groups in the philanthropic space.

10.13.22